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Financial Planning-Help


Jacks

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Can anyone recommend someone who can advise on financial planning, tax efficiency when living in France? I have looked at Siddalls but they only seem to do reports and I want to be able to talk face to face and discuss recommendations.
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We had someone from Siddalls come to visit us at our UK home before we moved here.  He was able to discuss which of our investments were worth keeping and which would be penalised under the French system, also tax efficient suggestions for changing into.

However, we did find that once the investments were taken out and we had moved here there was less positive interest.  To continue the face-to-face interviews we would have to travel to them at one of their centres, the nearest of which is 4-5 hours away from us.

Hope this is helpful.

Chrissie (81)

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